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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,993 | $95,404-30.8% | $113,397-41.8% | $82,637-20.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.5%-17.1pp | 68.1%-8.7pp |
| Annual return | 17.54% | 19.08%-1.5pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,797 | $2,307-22.1% | $2,977-39.6% | $2,552-29.6% |
| Participant deferral / active EE | $3,479 | $4,220-17.5% | $5,076-31.5% | $4,126-15.7% |
| Admin fee / account holder | $3,112 | $9,168-66.1% | $11,957-74.0% | $7,339-57.6% |